Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $92,000 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $75,217 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $58,720 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN Service code 29 · EIN 11-2340639 | Legal | $28,706 |
BELLWETHER CONSULTING LLC2+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $12,377 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 10.27% | 12.52%-2.2pp | 9.39%+0.9pp | 23.90%-13.6pp |
| Employer contribution / active EE | $332 | $13,977-97.6% | $33,466-99.0% | $16,539-98.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |